Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Scott Otto

Costa Mesa,United States

Summary

Proficient in assisting both customers and business clients in fulfilling their financial requirements through tailored product and service offerings. Experienced in addressing both standard and intricate financial challenges. Possess strong communication, multitasking, and conflict resolution abilities.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Preferred Banker

First Republic Bank
11.2022 - Current
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Opened, closed, and updated accounts for customers.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.

Relationship Banker

Wells Fargo Bank, N.A.
10.2010 - 11.2022
  • Assisted high net worth clients by segmenting to our wealth management team.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriters for verification and approval.
  • Assisted clients with enrolling and navigating online banking and mobile banking applications.
  • Assisted clients with a wide range of credit options to help solve for immediate and future borrowing
    needs.
  • Assisted clients with financial reviews to help clients identify what is most important to them.
  • Assisted clients with a mortgage needs by introducing them to our in-house mortgage partner.
  • Assisted with training and mentoring team members over 11 years with Wells Fargo.



Education

Associate of Arts - History

Antelope Valley College
Lancaster, CA
06.2006

Skills

  • New Account Setup
  • Regulatory Compliance
  • Cross-Selling and Partner Referrals
  • Product Promotion
  • Financial Institution Regulations
  • Bank Sales
  • Account openings
  • Know Your Customer
  • Customer Relationship Management
  • Products and Services Knowledge
  • Educating clients
  • Relationship Building

Certification

  • Series 6
  • Series 63
  • California Life insurance

Timeline

Preferred Banker

First Republic Bank
11.2022 - Current

Relationship Banker

Wells Fargo Bank, N.A.
10.2010 - 11.2022

Associate of Arts - History

Antelope Valley College

Similar Profiles

CREATE PROFILE
Scott Otto